OverviewSuggest Edit

Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.

We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.
And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.
This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today.
We’re changing that.

TypePrivate
Founded2009
HQMountain View, US
Websiteaddepar.com
Employee Ratings4.3
Culture scoreB-

Latest Updates

Employees (est.) (May 2020)383(+3%)
Job Openings4

Key People/Management at Addepar

Joe Lonsdale

Joe Lonsdale

Founder & Executive Chairman of the Board
Eric Poirier

Eric Poirier

Chief Executive Officer
Daniel Bookstaber

Daniel Bookstaber

COO
Dan Bayer

Dan Bayer

Senior Vice President, Services
Mitchell Bompey

Mitchell Bompey

General Counsel
Sally Buchanan

Sally Buchanan

Senior Vice President, People and Operations
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Addepar Office Locations

Addepar has offices in Mountain View, Chicago, New York and Salt Lake City
Mountain View, US (HQ)
303 Bryant St
Chicago, US
220 N Green St
New York, US
335 Madison Ave #1430
Salt Lake City, US
460 W 50 N #125
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Addepar Financials and Metrics

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Addepar Operating Metrics

Addepar's Customers was reported to be 300 in Apr, 2018.
Dec, 2015Jun, 2017Apr, 2018

Assets Under Management Tracked

300 b650 b

Customers

100 200 300
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Human Capital Metrics

Source: github.com
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Addepar Online and Social Media Presence

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Addepar Company Culture

  • Overall Culture

    B-

    77/100

  • CEO Rating

    A+

    90/100

  • Compensation

    C+

    73/100

  • Diversity

    C

    76/100

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Addepar News and Updates

Addepar Introduces Pricing Assurance Program to Support RIAs

MOUNTAIN VIEW, Calif., April 9, 2020 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar's platform during challenging market conditions. The program...

Addepar Surpasses $1.7 Trillion in Assets on its Platform

MOUNTAIN VIEW, Calif., Nov. 21, 2019 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, announced key growth milestones. Assets on Addepar's platform have surpassed $1.7 trillion. Up from $1.3 trillion in December 2018, the company has grown assets on its...

Addepar scores $140 mln Series D

Mountain View, California-based Addepar, an investment management platform for investors and advisers, has raised $140 million in Series D funding. Valor Equity Partners, Harry McPike and 8VC led the round. In addition to the funding, Antonio Gracias, founder, managing partner, and chief investment …

Fintech startup Addepar raises $140M to grow its ‘financial operating system’

Fintech startup Addepar Inc., a company that offers a “financial operating system” for investors, has raised $140 million in a late-stage funding round. Founded in 2009, Addepar offers a technology platform whose data-driven service claims to bring “common sense” to the market. According to the comp…

Addepar Blogs

The Who’s Who Of Addepar Avatars

Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss. Activating on opportunities is part of the job, but they can quickly turn into challenges if not properly…

Quality Conversations Start with the Right Technology

Since the 2009 market bottom, registered investment advisors (RIAs) have enjoyed a bull market. Triple-digit returns have directly contributed to the bottom-line profits of many AUM-based firms.  This stock market rally has allowed RIAs to focus on expanding their client base. Many successful practi…

Leading with purpose: introducing Addepar’s new social impact initiative

It’s important to us that our clients know we are much more than our technology. We are the humans behind the platforms, beyond the data. We are accountable to our employees and colleagues in many different ways, including empowering them to give back and create positive change. Last October, as a p…
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Addepar Frequently Asked Questions

  • When was Addepar founded?

    Addepar was founded in 2009.

  • Who are Addepar key executives?

    Addepar's key executives are Joe Lonsdale, Eric Poirier and Daniel Bookstaber.

  • How many employees does Addepar have?

    Addepar has 383 employees.

  • Who are Addepar competitors?

    Competitors of Addepar include Interactive Investor, Eze Software Group and MakerOS.

  • Where is Addepar headquarters?

    Addepar headquarters is located at 303 Bryant St, Mountain View.

  • Where are Addepar offices?

    Addepar has offices in Mountain View, Chicago, New York and Salt Lake City.

  • How many offices does Addepar have?

    Addepar has 4 offices.